Thomas Robert Callahan

Employer firm

Range Advisory, LLC CRD 321969

$654M regulatory AUM 1,180 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → 12/2021
  Equitable Advisors
  New York, NY
• 12/2014 → 03/2017
  Thunder Ridge Ski Area
  Patterson, NY
• 07/2015 → 08/2018
  Candlewood Isle Summer Camp
  New Fairfield, CT
• 05/2018 → 03/2019
  Stew Leonard's
  Danbury, CT
• 05/2019 → 01/2020
  Icon International
  Greenwich, CT
• 06/2020 → 07/2021
  Icon International
  Greenwich, CT
• 08/2019 → 05/2021
  Penn State University It
  University Park, PA
• 08/2017 → 05/2021
  The Pennsylvania State University - Main Campus
  University Park, PA
• 08/2013 → 06/2017
  New Fairfield High School
  New Fairfield, CT
• 08/2021 → 09/2021
  Unemployed
  New Fairfield, CT
• 01/2022 → 09/2025
  Fidelity Investments
  New Fairfield, CT
• 03/2025 → 09/2025
  Fidelity Investments
  Boston, MA
• 09/2025 → Present
  Range Finance, Inc.
  New York, NY
• 09/2025 → Present
  Range Advisory, Llc
  New York, NY

Previous Registrations

• 2025-03-31 → 2025-09-15
  Strategic Advisers Llc
  New York, NY
  New York, NY
  Boston, MA
• 2022-03-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Fairfield, CT
  New York, NY
• 2021-12-01 → 2022-02-10
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-09-09

Designations

• Certified Financial Planner